Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.
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Yield

Income from an investment as a percentage of its current price.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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Time Value of Money

The concept that money you have now is more valuable than the same sum in the future.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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